MORGAN STANLEY ETF TRUST

Ticker: CVIE CUSIP: 61774R106 Class: ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 36,117 Value ($000) $2,575 Avg Close — Range —
Q2 2025
Shares 40,206 Value ($000) $2,617 Avg Close — Range —
Q1 2025
Shares 47,869 Value ($000) $2,771 Avg Close — Range —
Q4 2024
Shares 52,507 Value ($000) $2,897 Avg Close — Range —
Q3 2024
Shares 79,285 Value ($000) $4,750 Avg Close — Range —
Q2 2024
Shares 93,264 Value ($000) $5,256 Avg Close — Range —